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> I'm just as confused as you are, honestly. It feels like we've seen the "ASIC for everything" campaign so many times over, and yet only FPGAs and CUDA typical
by bsder 11mo ago
> I'm just as confused as you are, honestly. It feels like we've seen the "ASIC for everything" campaign so many times over, and yet only FPGAs and CUDA typically find adoption in the industry.
That's because we don't need more digital. Digital transistors are effectively free (to a first approximation).
The axes that we need more of involve analog and RF. Less power consumption, better RF speed/range, higher speed PCI, etc. all require messy analog and RF design. And those are the expensive tools. Those are also the complex tools require genuine knowledge.
Now, if your AI could deliver analog and RF, you'd make a gazillion dollars. The fact that everybody knows this and still haven't pulled it off should tell you something.
- tormeh 11mo agoWould you really earn more money doing this than monopolizing online search advertising? Because I find that hard to believe. Hardware seems like a miserable business.
- pesfandiar 11mo agoThat might change if geopolitical tensions fragment the global supply chains.
- bsder 11mo agoBeing a fab is a garbage business. Being a software supplier to fabless semiconductor companies is a very profitable business. In the Gold Rush, the people who came out rich were selling the shovels and denim.